RETIREMENT AND SEPARATION BRIEF - 8 NOV 2016

1. Retirement & Separations (R & S) Modernization
MR. Elvis Pierre (PERS-221)
NOV 2016
Navy Personnel Command (NPC)
Pay and Personnel Management (PERS-2)

2. R & S Modernization
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What is Pers Mod R & S?
The R&S Personnel Modernization (Pers Mod) is an end-to-end personnel process
to be re-engineered into NSIPS PeopleSoft 9.2 environment. The first major
modernization will integrate and streamline the retirement and separation
business processes for officers, enlisted, active, and reserve personnel.

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Current Member Process
The request is initiated by the service member
manually, routed through his/her chain of command
for review and recommendation, and then submitted
to NPC for approval.
“To-Be” Member Process
The request will be initiated by the service member
electronically via NSIPS Self Service, routed through
his/her chain of command for review and
recommendation, and then electronically routed to
NPC for approval.

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R & S Modernization are delivered by Increments:
Increment 1:
Increment ONE will allow the member to initiate the request electronically via
NSIPS Self-Service, route the request through chain of command for review and
recommendation, and then electronically route to NPC for approval.
Increment 2:
Increment TWO will allow the PSD and service member the ability to electronically
complete and route the Certificate of Release or Discharge from Active Duty (DD-
214) form, and for the data to be sent electronically to Defense Manpower Data
Center (DMDC). It will also create member’s checklist to track tasks associated with
completing R & S processes.
Increment 3:
Increment THREE will automate Admin Separation routing and processing at the
headquarters level.

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R & S Routing/Notification Process (Command)
Service Member initiates retirement/separation request via
NSIPS Self-Service, performs an eligibility check, and submits
the request electronically within the chain of command
Next level
Reviewer is
notified via
Email
Reviewer reviews request, provides
comments/recommendation and forwards
within the chain of command
Next level
Reviewer is
notified via
Email
Command Reporting Senior
reviews, approves, and submits
the request electronically to NPC
NPC HR Specialist
and Service Member
are notified via
Email
NPC
Immediate Superior in Command (ISIC)
reviews, approves, and returns the request
electronically to the Reporting Senior

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R & S Routing Process by Role
Service
Member
Command
Separation
Specialist
Command
Reviewer
Command
Reporting
Senior
NPC
ISIC

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Command Requirements
Identify personnel for the following roles and functions:
Command Level Access Manager – Responsible for initiating and updating the
command’s profile and setting up designated users who will be
available/responsible for routing R&S requests at the command level
Command Separation Specialist – Responsible for initiating and submitting R&S
requests on behalf of the service member if required, initiating separation
checklists, and reviewing and routing requests via the chain of command
Command Reviewer – Responsible for reviewing R&S requests, making
recommendations, providing comments if necessary, and routing requests via the
chain of command

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Command Requirements
(Continued)
Identify personnel for the following roles and functions:
Immediate Superior in Command (ISIC) – Responsible for viewing, reviewing,
making recommendations and approving/adjudicating R&S requests routed from
the subordinate command in cases where the request is for the Reporting Senior
of the subordinate command or when special programs require ISIC
endorsement.
Command Reporting Senior – Responsible for reviewing R&S requests, making
recommendations or adjudicating requests, providing comments if necessary, and
routing requests via the chain of command or to NPC for approval.
NOTE: In Increment 1, this will identify individuals at the command in the routing process of a
Retirement and Separation Request.

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HR Command (PSD/Personnel Office) Requirements (Available in Increment 2)
Identify personnel for the following roles and functions:
Command HR-NAM – Responsible for setting up and updating the HR command’s
(PSD/Personnel Office) profile.
Separation Clerk* – Personnel Clerk at the PSD/Personnel Office or Reserve
Personnel Clerk at the Navy Operational Support Center (NOSC) responsible for
processing Enlisted and/or Officer Separations.
Separation Supervisor* – Personnel Supervisor at the PSD/Personnel Office or
Reserve Personnel Supervisor at the NOSC responsible for reviewing/approving
Enlisted and/or Officer Separations.
*NOTE: In Increment 2, this will identify individuals at the PSD/Personnel Office/NOSC who will have
access to the Separation Checklist, DD214WS/DD214, and loss transaction, in addition to receiving
notifications for these functions.

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COMMAND/HR SET-UP AND
NAVIGATION

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Role: Command Level Access Manager
Responsibilities:
• Assign role permissions to Self-Service
User accounts as needed within
his/her Command
• Responsible for setting up and
updating the Command’s profile
(similar to Command Leave
Administrators [CLA])
NOTE: Each Command will determine how many of
each role they will need and who will serve in those
roles. There must be at least one person serving in
each role to ensure the Retirement and Separation
process workflow functions correctly.

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Role: Human Resource (HR)/NAM (Available in Increment 2)
Responsibilities:
• Assign role permissions to HR in
support of Retirements and
Separations, where HR responsibilities
exist
NOTE: Each Command will determine how many of
each role they will need and who will serve in those
roles. There must be at least one person serving in
each role to ensure the Retirement and Separation
process workflow functions correctly.

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Role: Command Level Access Manager/HR NAM
(Set-up Navigation)
Navigate to Main Menu >
ERM Security Administration >
ERM Security Administration >
Setup > CMD/HR Profile Mgmt

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Role: Command Level Access Manager/HR NAM
(Set-up Navigation)
Enter a UIC and click Search.

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• The Command Level Access Manager has access to the Command Profile tab to
assign Users to Command positions.
Role: Command Level Access Manager
(Command Set-up View)

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• The HR NAM has access to the Command Profile tab (Increment 1) to assign
Users to Command positions and to the HR Profile tab (Increment 2) to assign
Users to HR positions.
Role: HR (PSD/Personnel Office) NAM
(HR Command Set-up View)
Increment 1 Increment 2

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How member initiate a retirement
request?

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Service Member Scenario: How do I initiate a retirement request?
Log in to NSIPS and click Main Menu >
Employee Self Service > Retirements and
Separations > Request Retirement/Separation.

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Under Request Details, select a
request type from the drop-down
menu.
Service Member Scenario: How do I initiate a retirement request?
(Continued)

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Choose a Requested Date from
the calendar.
Service Member Scenario: How do I initiate a retirement request?
(Continued)

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Click Edit Address, Phone, or
Other Email.
Service Member Scenario: How do I initiate a retirement request?
(Continued)

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Click Apply to apply the
changes.
Service Member Scenario: How do I initiate a retirement request?
(Continued)

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Verify all data entries are
present and click the
Request tab.
Service Member Scenario: How do I initiate a retirement request?
(Continued)

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Service Member Scenario: How do I initiate a retirement request?
(Continued)
Click Route for Approval.

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Click Yes to acknowledge
the message.
Service Member Scenario: How do I initiate a retirement request?
(Continued)

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If additional request data
appears, ensure these
fields are valid and click
Add Waiver if necessary.
Service Member Scenario: How do I initiate a retirement request?
(Continued)

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Click Route for Approval.
Service Member Scenario: How do I initiate a retirement request?
(Continued)

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Select the appropriate role (Command Separation
Specialist) and user, and then click Route Request.
Service Member Scenario: How do I initiate a retirement request?
(Continued)

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View the confirmation message
and sign out of NSIPS.
Service Member Scenario: How do I initiate a retirement request?
(Continued)

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R & S ROUTING AT A COMMAND
LEVEL

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Responsibilities:
• Review the service member’s request.
• Make a recommendation to approve/disapprove the request.
• Enter Command Contact and Command Reporting Senior contact information.
• Route the request to the next Command Reviewer.
NOTE: The Command Separation
Specialist has the ability to initiate and
submit a Retirement or Separation
request on behalf of a service member
and to initiate a separation checklist.
Role: Command Separation Specialist

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Role: Command Separation Specialist
To access Command Separation Specialist functionalities within NSIPS:
Navigate to Main Menu >
Retirements & Separations >
Member Requests.

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Role: Command Separation Specialist
Enter search criteria and click Search.
Then select the desired search result.

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Role: Command Separation Specialist
(Routing)
Click Route.

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Role: Command Separation Specialist
(Routing)
1. Select the appropriate
Command Reviewer.
2. Click Route Request.

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Responsibilities:
• Review the service member’s retirement/separation request.
• Make a recommendation to approve or disapprove the request.
• Route the request to the next Command Reviewer or Reporting Senior.
Role: Command Reviewer

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Ensure the Command Contact Information
tab is populated by the Command
Separation Specialist or Command
Reviewer prior to the request getting to
the Reporting Senior.
Role: Command Reviewer

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Click Route.
Role: Command Reviewer
To route a request to the next Reviewer within NSIPS:

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Role: Command Reviewer
1. Select the next Command
Reviewer or Reporting Senior.
2. Click Route Request.

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Role: Command Reporting Senior
Responsibilities:
• Review the service member’s request.
• Review all contact information for
accuracy and completion.
• Make a recommendation to
approve/disapprove any waivers.
• Make a recommendation to
approve/disapprove the request.
• Enter a Number of Months Acceptable
Gap.
• Route the request to the appropriate
NPC Retirement HR Specialist.
NOTE: Only the Command Reporting Senior has the
ability to enter/edit the Number of Months
Acceptable Gap.

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To access Command Reporting Senior functionalities within NSIPS:
Navigate to Main Menu >
Retirements & Separations >
Member Requests.
Role: Command Reporting Senior

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Click View Request.
Role: Command Reporting Senior

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1. Click the Attach/Comment/Recommend tab.
2. Click Add Comment/Recommendation.
3. Enter a Number of Months Acceptable Gap.
4. Add a recommendation (Approval or
Disapproval).
Role: Command Reporting Senior

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Ensure the Command Contact
Information tab is correctly populated
prior to routing.
Role: Command Reporting Senior

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Role: Command Reporting Senior
Click Route.
To route a request to NPC within NSIPS:

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Role: Command Reporting Senior
1. Select the NPC HR Specialist.
2. Click Route Request.

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R & S TRAINING
(USER PRODUCTIVITY KITS (UPKs))

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User Productivity Kit (UPK) Link
Retirements and Separations is the first Personnel Modernization Project to use
the User Productivity Kit (UPK) as a training tool for the new functionality
deployed within NSIPS. UPK is a collaborative content development platform that
allows developers to create user training simulations that mirror the processes
users experience in production.
Navigate to: https://nsipsprod.nmci.navy.mil/
Under Training:
1. Select User Productivity Kit (UPK).
2. Select Retirements and Separations Training.
3. Select RnS Training.

49. R & S Modernization
User Productivity Kits (UPKs)
Increment 1 includes 26 UPKs broken into the following seven sections:
Command Setup Training
The three UPKs in this section cover the R&S Overview, the Command Level Access
Request, and the Command Level Access Approval.
Command Profile Management
The two UPKs in this section cover the processes for setting up the Command Profile and
the HR Profile for a specific Command.
NPC Setup And Configuration
The six UPKs in this section cover the setup of roles and some business rules related to
Retirements and Separations for NPC only.
Eligibility Check
The four UPKs in this section cover the automated process by which service members
check their eligibility to retire or separate from service. The UPKs are separated by active
and Reserves and Officer and Enlisted.

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User Productivity Kits (UPKs)
(Continued)
Regular (Active Duty) Separation/Retirement
The seven UPKs in this section cover the end-to-end active duty Separation and
Retirement process.
Non-regular (Reserves) Separation/Retirement
The three UPKs in this section cover the process for a Reserve member to request
retirement or separation without pay.
Orders Request
The one UPK in this section covers the order request process for an Officer
Separation and is used by NPC only.

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User Productivity Kits (UPKs)
(Continued)
Increment 2 includes UPKs for generating checklist and steps in DD 214
processing:
Checklist
The three UPKs will show the steps to create and populate retirement or
separation checklist for active duty and reserve personnel.
DD 214
The five UPKs in this section covers the Separations Clerk initiating the DD 214
worksheet, routing to the member for review and then to Separation Supervisor
for approval. It also provide guidelines in approving and signing DD 214.
NOTE: For all UPKs, the process in NSIPS is so standardized among the request types that it is not
necessary to show every possible type of scenario. The functions behave the same across the request
types.

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QUESTIONS????